Speaking and Training

I can help your organization through specific training or general speaking engagements. I have spoken to individual credit unions and groups on both a local and national level. I can design a program to meet your expectations.

Education and Training

I can help train your staff in a variety of areas, both from an accounting standpoint and a wide range of operational areas. Following are some key areas where I can help. If you need others, I’m sure I can design a program to meet those needs.

  • Reconciling and maintaining control of general ledger accounts
  • Investments
  • Allowance for Loan Losses
  • Internal Controls
  • Bank Secrecy Act (BSA)
  • Automated Clearing House (ACH)

Speaking Engagements

Over the years, I have spoken at many credit union events and conferences. Some of the topics I have spoken on follow:

  • Fraud
  • Troubled Debt Restructurings (TDRs)
  • Accounting Standards and Procedures
  • New Accounting Pronouncements
  • Internal and External Auditing
  • Internal Controls
  • Regulatory Matters
  • Financial Literacy
  • Business Lending
  • Indirect Lending
  • Mergers
  • The State of Credit Unions
  • Regulatory Compliance
  • Credit Union Service Organizations

If there is a topic you are interested in but do not see in the list, don’t be afraid to ask.